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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,040 | $60,128-90.0% | $90,440-93.3% | $79,852-92.4% |
| Participation rate | 32.4% | 65.0%-32.6pp | 72.7%-40.3pp | 69.6%-37.2pp |
| Annual return | 11.48% | 71.95%-60.5pp | 1294.38%-1282.9pp | 31.72%-20.2pp |
| Employer contribution / active EE | $262 | $2,068-87.3% | $3,263-92.0% | $2,471-89.4% |
| Participant deferral / active EE | $565 | $2,939-80.8% | $3,964-85.7% | $3,740-84.9% |
| Admin fee / account holder | $423 | $3,977-89.4% | $5,615-92.5% | $5,306-92.0% |